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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Allianz Asset Management GmbH | 1.27M | Jun 30, 26 | +28 | 28.94% |
| Gradient Investments LLC | 1.21M | Jun 30, 26 | +89.20K | 27.53% |
| LPL Financial LLC | 341.55K | Jun 30, 26 | +22.59K | 7.76% |
| Resources Investment Advisors, LLC. | 230.11K | Jun 30, 26 | +14.73K | 5.23% |
| NewEdge Advisors, LLC | 127.33K | Jun 30, 26 | +17.08K | 2.89% |
| GREAT VALLEY ADVISOR GROUP, INC. | 121.56K | Jun 30, 26 | +9.92K | 2.76% |
| RFG Advisory, LLC | 94.04K | Jun 30, 26 | +79.01K | 2.14% |
| BRIGHTON JONES LLC | 63.43K | Jun 30, 26 | +54.48K | 1.44% |
| Mariner, LLC | 61.48K | Jun 30, 26 | +37.44K | 1.40% |
| Summit Financial, LLC | 53.63K | Jun 30, 26 | +4.44K | 1.22% |
| Cerity Partners LLC | 45.70K | Jun 30, 26 | +5.56K | 1.04% |
| Integrated Wealth Concepts LLC | 39.35K | Jun 30, 26 | +3.47K | 0.89% |
| Brown Financial Advisors | 33.17K | Jun 30, 26 | +1.21K | 0.75% |
| HighTower Advisors, LLC | 32.38K | Jun 30, 26 | -471 | 0.74% |
| Paladin Wealth, LLC | 23.12K | Jun 30, 26 | +2.22K | 0.53% |
| Financial Synergies Wealth Advisors, Inc. | 20.06K | Jun 30, 26 | +2.92K | 0.46% |
| Mattson Financial Services, LLC | 17.44K | Jun 30, 26 | +1.21K | 0.40% |
| Trek Financial, LLC | 13.79K | Jun 30, 26 | +13.79K | 0.31% |
| Vise Technologies, Inc. | 13.46K | Jun 30, 26 | +13.46K | 0.31% |
| Cambridge Investment Research Advisors, Inc. | 10.72K | Jun 30, 26 | +1.14K | 0.24% |
| AE Wealth Management LLC | 10.45K | Jun 30, 26 | -545 | 0.24% |
| CreativeOne Wealth, LLC | 9.25K | Jun 30, 26 | +712 | 0.21% |
| MinichMacGregor Wealth Management, LLC | 9.23K | Jun 30, 26 | +2.66K | 0.21% |
| JANE STREET GROUP, LLC | 7.97K | Jun 30, 26 | +2.66K | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 6.79K | Jun 30, 26 | +6.79K | 0.15% |
| Williams & Novak, LLC | 6.76K | Jun 30, 26 | +6.76K | 0.15% |
| ENVESTNET ASSET MANAGEMENT INC | 6.05K | Jun 30, 26 | +1.75K | 0.14% |
| Vickerman Investment Advisors, Inc. | 4.52K | Jun 30, 26 | +149 | 0.10% |
| Forum Finance Group S.A. | 4.24K | Jun 30, 26 | -10.00K | 0.10% |
| KELLEHER FINANCIAL ADVISORS | 3.97K | Jun 30, 26 | +48 | 0.09% |
| Birchwood Financial Partners, Inc. | 3.52K | Jun 30, 26 | +1 | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 2.29K | Jun 30, 26 | +80 | 0.05% |
| ROYAL BANK OF CANADA | 1.79K | Jun 30, 26 | -- | 0.04% |
| Lloyd Advisory Services, LLC. | 1.64K | Jun 30, 26 | +1.64K | 0.04% |
| Global Retirement Partners, LLC | 662 | Jun 30, 26 | +662 | 0.02% |
| WELLS FARGO & COMPANY/MN | 642 | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 520 | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 260 | Jun 30, 26 | -- | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 253 | Jun 30, 26 | +138 | 0.01% |
| Steward Partners Investment Advisory, LLC | 232 | Jun 30, 26 | +132 | 0.01% |
| Strategic Wealth Partners, Ltd. | 213 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 200 | Jun 30, 26 | +200 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 198 | Jun 30, 26 | -283 | 0.00% |
| Allworth Financial LP | 194 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 179 | Jun 30, 26 | +127 | 0.00% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 147 | Jun 30, 26 | +147 | 0.00% |
| Networth Advisors, LLC | 107 | Jun 30, 26 | +17 | 0.00% |
| IFG Advisory, LLC | 74 | Jun 30, 26 | +74 | 0.00% |
| Elevated Capital Advisors, LLC | 47 | Jun 30, 26 | -19 | 0.00% |
| Triumph Capital Management | 23 | Jun 30, 26 | +19 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 21 | Jun 30, 26 | +21 | 0.00% |
| Montgomery Financial Services LLC | 14 | Jun 30, 26 | +14 | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | -- | Jun 30, 26 | -5.31K | -- |
| Visionary Wealth Advisors | -- | Jun 30, 26 | -54.32K | -- |
| EverSource Wealth Advisors, LLC | -- | Jun 30, 26 | -18 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -10.08K | -- |
| SOL Capital Management CO | -- | Mar 31, 26 | -34.34K | -- |
| Allianz Investment Management U.S. LLC | 360.00K | Sep 30, 25 | -- | 8.18% |
